See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,289 | $118,849-43.4% | $96,562-30.3% | $167,490-59.8% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.5pp |
| Annual return | 18.48% | 50.49%-32.0pp | 37.78%-19.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,478 | $3,120-52.6% | $2,356-37.3% | $4,837-69.4% |
| Participant deferral / active EE | $6,722 | $4,616+45.6% | $3,849+74.6% | $6,341+6.0% |
| Admin fee / account holder | $500 | $8,065-93.8% | $6,181-91.9% | $12,309-95.9% |